Support

Frequently Asked Questions

MANAGERS

Can I share one Manager account with multiple staff members?

Yes. But, beware. Just like making an airline reservation online, any updates that
occur on your Campaigns, whether you make the updates yourself, your staff makes the updates,
or your Applicants perform the updates, will not be reflected in a separate session until
that session is refreshed. For example, if both you and your assistant are logged into the same page
and you decide to update an Applicant's name, your screen would immediately refresh to reflect the
new change. However, your assistant's screen would not reflect the change until your assistant
were to refresh the same page.

To avoid any problems, we recommend designating a single person to make updates to your Campaigns.

CAMPAIGNS & INTERVIEW DAYS

Do you support AM/PM interview day schedules?

By request, we have added support for those programs that schedule two sets of unique Applicants
per day, one set in the AM and one set in the PM. On creating a Campaign, Managers will be given the
option to select either an AM/PM scheduling scheme or a full day scheduling scheme.

How do I handle multiple interview tracks (e.g. Categoricals and Prelims) or locations?

If you have multiple interview tracks or locations, we recommend you create separate campaigns to handle each group.
Each campaign will have its own distinct set of applicants, dates, etc.
From the dashboard page, click on the "Add New Campaign" button to create a new campaign.

Why is the imported Applicant count one more than the actual count?

Simply because the system automatically adds the Manager as an Applicant. This is to enable the Manager
to test email templates before sending them out to Applicants. Any email sent to the Manager's email
address is free of charge. Please refer to the Billing Section.

APPLICANTS

Should I import all my Applicants into Interview Broker?

In certain situations, it may make more sense to import only those Applicants who your Program intends on interview.
This specifically applies to large Programs that receive thousands of applications. Importing too large a number of Applicants
into your campaign, i.e. greater than 2000 Applicants, may cause access to your Campaign to be sluggish. However, in
no way would the Applicant experience be degraded.

How do I avoid Applicants who hold out to schedule their interviews?

Often times, Applicants will not schedule their interviews as they wait for more options. One way to favor Applicants
who want to interview at your Program is to modify your invitation template to indicate that more invitations are sent
than interview slots and that those who choose to schedule late run the risk of not being able to schedule at all. This strategy
would likely be more applicable towards the middle and end of the interview season.

INVITATIONS

Is there anything I should do before sending out my invitations?

Yes! Let your applicants know through ERAS that you'll be scheduling through Interview Broker. And, make sure you imported your
applicants correctly, checking the first name and last name columns under the Applicants tab.

How many invitations should I send out?

You're going to be surprised at how quickly applicants schedule their interviews. Filling 400 to 600 interview slots within 24 hrs is
not an uncommon rate. Please consider the following:

Try not to initially invite substantially more applicants than interview slots. Inviting 400 applicants for 300 interview slots is
often overkill and frustrating for the remaining 100 applicants.

Send out invitations in batches separated by a few days. You will still finish scheduling very early but will also provide
your applicants a bit of latitude to schedule rather than the frenzy of selecting from quickly disappearing dates within a single 24 hr
period.

A few of my invited applicants still haven't scheduled!

Try sending them another invitation. (Your program is only charged once for an applicant.) This is the internet, with multiple
computers, mobile devices, networks, and server software in the middle. Rarely, an email can be misplaced or redirected into a spam filter.
Sometimes, a mailbox is completely full!

EMAIL TEMPLATES/CONFIGURATION

What are the available email templates under the Configuration section?

Invitation: An offer to interview at your Program.

Rejection: A rejection email.

Alternate: An alternate list email. This is not an invitation. This template is to inform applicants that they are on a traditional waitlist. Such applicants are not sent a scheduling link and are not able to schedule an interview until an invitation email is sent.

Acceptance: An email of acceptance into your Program.

Request for Interviewers: An email addressed to your pool of interviewers and
requesting that they sign up for interview dates.

Interview Day Details: A follow up email to be sent to Applicants who have self-scheduled
with details about the interview day, i.e. directions, locations, general schedule, etc. If your
Program schedules AM and PM interviews, you will see a separate template for AM and PM details.

Custom: A custom, ad-hoc email which can be sent to Applicants. This can be to send a reminder,
a weather report, dinner details, an update, etc. Please be advised that we do not track these
custom emails in our system.

An Applicants status changes within our system based on what emails you have sent them. Please refer
to the Applicants section of this FAQ for further information.

Which of these email templates are sent out automatically?

None. We do not send out any emails derived from these templates automatically. You are solely
responsible for sending out appropriate emails to your applicants. Our systems do send out a brief
confirmatory notification when your Applicants successfully schedule or reschedule, or decline an
invitation.

Why isn't my file attachment showing up in the email editor?

A file attached to an email template is simply that. You can use file attachments to include maps,
contracts, etc. with your outgoing email templates. It is NOT the content of your email template. If you
were to attempt to send out a blank email template, your Applicants would receive a blank email. Please
do not confuse email template content with an attached file.

How do I preview my email templates?

There is a preview icon in the editor toolbar by which you can view preview your email template. Also, you
can send each type of email template to yoursef -- as an Applicant with your manager email address --
without incurring any fees.

Why doesn't my template look like it does in Microsoft Word or my other word processors?

Microsoft Word and other word processors may introduce hidden tags specific to their software which can cause
your email template to look different in our editor and our systems. In order to avoid any surprises, we recommend composing
your email templates within our editor rather than copy-and-pasting directly from a word processor. We will not
troubleshoot your email template if you performed a copy-and-paste.

QUESTIONNAIRES

How do I use the questionnaire feature?

Following up with hundreds of applicants via email or phone to ask specific, interview day-related questions and
collating the resultant responses can be a quite a chore. We implemented the questionnaire feature to allow
you to finish your interview day planning in a single step. Common questions include:

What specialties interest you?

Will you require hotel accommodations?

What are your dietary restrictions?

Will you be attending the pre-interview dinner or post-interview happy hour?

You can specify up to 4 questions (120 characters max per question) in the Questionnaire tab of the Config page. Applicants
will be prompted to answer these questions on the same page by which they self-schedule their interviews.

How much does the questionnaire feature cost?

Each question is billed at $0.25 per question per applicant, irregardless of whether the applicant answers the question or not.

Can I change or remove questions during my Campaign?

Once invitations are sent out, the questions cannot be modified or deleted for the course of your Campaign. Please plan carefully!

Where can I see the Applicant responses to my questionnaire?

Applicant responses are presented in the Interview Day Details report. In order to generate this report for a given interview day,
click on the printer icon labeled Print Report in the header of the interview day on the Overview page.

APPLICANTS TAB

How do I export ERAS applicant data out of the web version?

1. From the Applications tab in ERAS, click on the Exports sub-tab
2. On the Exports tab, click the Add a new export template link

3. Give your CSV report a name you can easily identify, like "Interview Broker"
4. From the drop-down list of Type of data to export, choose "Education"
5. From the Available Fields transfer [Medical School of Graduation] to Fields to Export tab.If representing a fellowship program, substitute the Medical School field with [Most Recent Residency].
NOTE that the Most Recent Residency data will be found in the Personal Drop list.

6. From the drop list of Type of data to select, switch to "Personnel". Select the following fields to export: [Email, First Name, Last Name].
Use the arrows between the fields to reorder the data fields in the following order: [Last Name, First Name, Email, Medical School of Graduation]
Note that it is no longer necessary to select "AAMC ID" to export. ERAS will automatically export the AAMC ID as your first column.

7. Click the "Save as New & Run" button. You will see the "Print Requests" dialog appear. Click "OK".
8. In the CSV Exports Box, you will see your report is pending. When the data is ready, the pending will switch to a complete hyperlink.
Click on the complete link to download and open your CSV file.

9. Open your CSV file with Microsoft Excel and verify the data.
If you save your file, be sure to maintain the CSV format.
10. Import data into Interview Broker.

How do I export ERAS applicant data out of PDWS for use with Interview Broker?

1. In the ERAS PDWS export wizard, select Main Applicant Data.
2. Select the following fields to export (in this exact order): [AAMC Number, Last Name, First Name, Contact Email, Medical School]. If
representing a fellowship program, substitute the Medical School field with another appropriate field.

3. Click the "Next" button

4. Check "Include Field Names on First Row."
5. Set the "Field Delimiter" to a comma.
6. Set the "Text Qualifier" to {none}.
7. Under "Export to File Name," replace the .xls extension with a .csv extension. For example: "export.csv"
8. Click the "Finish" button.

How do I export AdMIT (AADSAS Client, PharmAdMIT) applicant data for use with Interview Broker?

4. Click on Grades->GPA and add the following fields: CUNVNAME (Prim UG College Name)

5. Click on General and add the following fields: CEMAIL (Email Address)

6. Click on the Next button.
7. In the column labeled Order:

Enter 1 next to your unique identifier, e.g. AADSAS# or PharmCas#

Enter 2 next to Last Name

Enter 3 next to First Name

Enter 4 next to Email Address

Enter 5 next to Prim UG College Name

8. Click on the Next button.
9. Change the Save as type to: All Files (*.*)

10. Save your export file with a .csv extension, e.g. Export.csv

How do I create my own spreadsheet for import into Interview Broker?

Interview Broker can import any comma-delimited file. It expects 5 columns in the following order:

Unique Identifier

Last Name

First Name

Email Address

School

You can use Microsoft Excel to create and maintain a spreadsheet with these 5 ordered colums and save as type:

CSV (Comma delimited) (*.csv)

when you are ready to import the data into Interview Broker.

How do I import applicant data into Interview Broker?

1. Under the Applicants tab, click on "Import Applicants."
2. Browse to where you saved your exported, CSV formatted applicant data and select the actual file.
3. Click on the "Upload" button.

What happens if I import the same applicants into Interview Broker more than once?

Only unique Applicants are imported. If an Applicant was already imported, s/he will not be imported
again.

How do I filter my Applicants list? Or, I don't want to see rejected Applicants anymore.

You can filter Applicants by status or by search criteria. If you enter in any of the following
status types into the Search/Filter bar:

New - New ApplicantsInvited - Applicants to whom invitations have been sentInvite Clicked - Applicants who have received an invitation email, clicked on the scheduling link, but have not scheduled.Scheduled - Applicants who have scheduled an interviewConfirmed - Applicants who have been sent an interview day details emailRejected - Rejected ApplicantsDeclined - Applicants who have declined to interview

only that category of applicants will be displayed.

You can also search Applicants by typing in parts of any of their biographical information. Try entering
in a fragment of their medical school name or last name or AAMC ID or email address. Only those
Applicants meeting the entered search criteria will be displayed. You can also combine status filters and
search criteria. For example, try typing "Invite Clicked acme.edu" to display only those Applicants
with acme.edu in their email address who have received and opened an invitation, but who have not yet
scheduled an interview.

How do I manually schedule or decline an Applicant?

1. Click on the Edit link in the Action column for an Applicant.
2. In the Edit Applicant form, click on the Manually Schedule button.
3. Select the date that an applicant has requested and click on the Schedule Date button.
4. Alternatively, click on the Decline Invite and Cancel button to permanently remove the applicant from further consideration.
5. Click on the Overview link in the upper right hand corner of the screen to return to the Applicants page.

How do I delete an Applicant who has already been sent an invitation?

We do not allow for the deletion of Applicants with whom you have begun the scheduling process. You can set the Applicant's
status to Declined if you no longer want to consider the Applicant. However, an Applicant cannot be deleted once an invitation
has been sent. This ensures a record of all Applicants who have been invited and, thus, have incurred a fee. Furthermore, it
maintains the accuracy of the calculated Campaign statistics.

SETTINGS SECTION

How do I edit the name of my organization or program?

In order to change the name of your Organization or Program after sign up,
the Manager will need to contact our support staff at support at interviewbroker
dot com using the Manager's email address. This is part of our validation process
and ensures that there are no misrepresented Organizations or Programs on InterviewBroker.

SECURITY

How secure is my organization's Applicant data?

All data transmitted between your computer and Interview Broker's servers is encrypted by industry
standard Secure Socket Layer cryptographic protocols. These are the same protocols used
every time you securely access your bank accounts online. Our SSL provider is Thawte.

SYSTEM REQUIREMENTS

Which web browers are supported?

Chrome
Internet Explorer 7, 8+
Firefox
Safari

Which web browers are not supported?

Internet Explorer 6 and older

Why isn't Internet Explorer 6 supported?

Internet Explorer 6 is widely regarded by IT professionals as a security risk and is no longer
supported by many web services companies.
Please contact your IT support staff to upgrade your version of Internet Explorer or to install
one of the supported web browsers.

PRIVACY

What is your privacy policy?

Privacy is a top priority. Interview Broker does not share any information with third parties.
Furthermore, Interview Broker only requires the bare minimum information about your Applicants to
help you facilitate Applicant interview scheduling. All Managers have the ability to completely
expunge past Applicant data from our systems after a Campaign has been completed.

Interview Broker's privacy policy is more stringent than that of the AAMC and other such organizations in
that we make no exception to the rule that Applicant data is not shared. Other organizations allow
exceptions with regard to exchanges with certifying boards, licensing bodies, and other organizations
involved in education.

Can you tell us which Organizations or Programs are using your services?

As a matter of policy we neither publish nor provide the names of Organizations and Programs who utilize our
services unless given express permission to do so. If you are a Manager who would like to have your
Organization and/or Program listed publicly or who would like to endorse our services with a short
quotation or testimonial, please contact us at support@interviewbroker.com. We would love to hear from you.

CHARGES

When am I charged the activation fee?

You will be charged the $25.00 activation fee when you send out the first non-demo campaign invitations.
It will be added to your first invoice.

How can I try it out without incurring billing charges?

When you sign up, a "Demo Campaign" is automatically created. You will not be billed for any activities
on this campaign. In a live Campaign, you will not be billed for any emails sent to your own email address.
This way, you can test email templates by sending them to yourself.

What am I billed for?

Email invitations sent to New or WaitlistedApplicants are billed as these
Applicants are given the opportunity to self schedule using Interview Broker, whether they
ultimately choose to interview with your Program or not. As Applicants can also decline
to interview through our services, contributing to an overall decrease in call and email volume, your
Program is charged for each invitation rather than each scheduled Applicant.

Am I charged for a rescheduling Applicant?

No. An Applicant may schedule and reschedule an unlimited number of times all for a single charge
of $1.99. If you manually scheduled an Applicant without sending an invitation and without incurring a fee,
and that Applicant reschedules online, you will be charged $1.99.

What about scheduling for Interviewers?

The fee for scheduling Interviewers is also $1.99 per Interviewer. Similar to Applicants, Interviewers
can schedule and reschedule for multiple interview sessions on an unlimited basis.

BILLING & PAYMENT

When am I billed?

You are emailed an official invoice at the end of each month of activity. Please review the PDF attachment
in this email. Moreover, do not attempt to print out your online statement and submit that as your invoice. Only
the total on an official invoice reflects the amount due. Please make sure to check your spam or junk mail folders if you
think you have not received your invoices.

What happened to simplified billing?

While simplified billing worked for a number of organizations, too many organizations simply forgot to
pay their last, end of season invoice. However, we are still happy to take an estimate from your program and credit your account.
Simply contact us and let us know how much to invoice on your first bill of the season.
This way, you can avoid processing additional payments until the credit expires. You can alternatively remit
a purchase order form here.

Can I pay with a credit card?

Absolutely. We prefer you pay with a credit card. Each emailed invoice contains a link by which you may
remit payment online via credit card.

When are payments due?

Payment is due at the end of the following month. For example, for the month of December,
an invoice will be emailed on December 31st and payment will be due no later than January 31st.

What if my payment is late?

You will be assessed a $25 or 10% late fee each time a payment is late, which ever amount is
greater. To avoid late fees, we recommend making a payment via personal check or credit card and handling
reimbursements through your organization internally. Please note that a slow accounting/finance department will
not suffice as an explanation for late payment. If your program or your accounting/finance department chooses
to ignore our late fees, the payment will be considered incomplete and additional late fees will be charged.

After two consecutive months of nonpayment or incomplete payment, you will be required to pay your total
balance in full, including any late fees, within two weeks. Failure to meet this deadline will result in
your account being suspended, although applicants will still be able to access our services. However, at the
end of an additional two weeks of nonpayment, your account may be terminated, all your program data expunged,
and your balance sent to collections.

If you anticipate any difficulties in making on-time payments, please contact us at accounts@interviewbroker.com.

If your program or organization persistently remits payments late, just think of the late fee as a convenience fee.

How was I supposed to know that I had a balance?

Your statements are always available online under the account link in the upper right hand corner of the screen.

What if my accounting/finance department is not NET30?

We are happy to work with your accounting/finance departments on our terms. If your accounting/finance
department is unable to meet our terms of payment, we recommend you remit payment via personal check or
credit card and pursue reimbursement at their pace. Our terms of use are non-negotiable.

Please remember that you, the account holder, are the sole responsible party for making on time payments. Your finance department
did not sign up for an account and is unlikely to be affected by the suspension or termination of your account.

How do I obtain a copy of your signed IRS W-9 form?

After logging in, navigate to the Account page. There, you will find a link to a PDF copy of our signed IRS W-9 form.

SUPPORT

How do I communicate with your support staff?

The best way to reach us is through email at support@interviewbroker.com and we will respond in under 24 hours.
Usually, our staff will respond to your questions and concerns within the same business day.

If you need to speak with someone, you may email support with a detailed message, and we will call you back within 72 hours. Please do not
send us an email simplying asking for a phone call or help without specific details. Such requests receive last priority.

Do you take suggestions or feature requests?

We are always open to suggestions and requests. Our mission is to provide value and to remain
salient to your recruiting needs. However, we do not guarantee that we will heed all suggestions or
implement all requested features. Our systems are designed to provide the core functionalities common
to the majority of workflows.

Do you have any new features in the pipeline?

We have a number of value-added features that we will be implementing over time. Stay tuned!

WAITLISTS

How does the waitlist work?

From the scheduling page, applicants can select a date for which they would like to be waitlisted. If that date becomes available, they will be automatically scheduled into that date.
Applicants will receive an email notification if this happens.

The wait list also respects the rescheduling deadline, so that any applicants that are already locked into their date will not be rescheduled.

Waitlisting can occur even when all interview slots are not full. For example, an applicant can waitlist for their ideal interview date.

Do I need to do anything to enable the wait list?

No. There is no configuration required to turn on the wait list. It is automatically enabled.

Can I turn the waitlist feature off?

No. The waitlist function is completely unobtrusive to you and your interview day preparation, but provides significant benefits to your applicants.
All switches occur before your specified lockout period.

What if an applicant has an already scheduled interview date?

Scheduled applicants can waitlist for other interview dates while holding on to their existing date. If their preferred date becomes available, they will switch into that date, and give up their original date.

What about priority?

Unscheduled applicants have priority over already scheduled applicants. If there is a tie, then the applicant who waitlisted for a given date first will win the slot.

How does a date become available?

A date becomes available if:

An applicant moves out of scheduled interview, either by canceling or rescheduling.

A manager increases the number of available slots for a given date.

What about AM/PM campaigns?

In the interest of fulfilling more waitlist requests, we designed the waitlist to not distinguish between AM/PM sessions. Applicants waitlist for a date.

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